IFP Advisors’s Rafael Holdings RFL Stock Holding History

IFP Advisors’s Portfolio RFL Stock Details RFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-101	Closed	-$1K	–	4225
2022 Q4	$1K	Hold	101	–	–	﹤0.01%	4456
2022 Q3	$1K	Hold	101	–	–	﹤0.01%	4659
2022 Q2	$1K	Hold	101	–	–	﹤0.01%	4431
2022 Q1	$1K	Buy	+101	New	+$346	﹤0.01%	4429
2019 Q4	–	Sell	-101	Closed	-$2K	–	3075
2019 Q3	$2K	Buy	+101	New	+$2.06K	﹤0.01%	2723

Other funds holding RFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

IFP Advisors's RFL Position: Q1 2023 in Review

IFP Advisors sold out of Rafael Holdings (RFL) in Q1 2023, closing a stake of 101 shares — an estimated $1K sold.

IFP Advisors first reported a position in RFL in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 45 funds tracked by Wall St. Rank hold RFL as of Q1 2023.

IFP Advisors reported no remaining Rafael Holdings position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 101 Rafael Holdings shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in Rafael Holdings in Q3 2019 and held it in 5 quarters.
IFP Advisors's Rafael Holdings position peaked at $2K in Q3 2019.
45 funds tracked by Wall St. Rank held Rafael Holdings as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.